1000x — sniff.trade

1000x

Two professional crypto traders, Avi Felman and Jonah Van Bourg, state their highest-conviction directional trades — BTC, ETH, SOL, HYPE, and macro…

27 episodes · 249 trades · 8 speakers

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TRACKED TRADES

@1000x

3d

Ex-Palantir Analyst On The Inner Workings Of Intelligence & Markets In A World Of Socialism

IDEAS · 8

PLTPLTRSHORTPalantir faces severe investor headwinds at 100x sales as native LLMs no longer need its ontology hacks and frontier labs deploy competing engineers.$125.61+0.39%›CRMCRMLONGSalesforce will bottom and rebound as market pressure forces the egregious overhirer to execute layoffs and unlock massive terminal EBITDA margins.$187.76+1.36%›NTDNTDOYLONGNintendo will rebound as the AI memory bottleneck breaks to unblock console launches, while its IP franchise commands future AI licensing premiums.$12.09+1.73%›GAWGAWLONGGames Workshop will extract significant value as AI models are forced to pay licensing fees for its rich Warhammer 40,000 IP franchise.£188.62-2.64%›

+4 more ideas →

@1000x

1w

Has Memory Bottomed?

IDEAS · 10

INTINTCLONGIntel is poised for a 2-3x rebound as the AI compute buildout accelerates and the 40% memory drawdown reverses.$88.59-11.10%›MUMULONGMicron will capture massive token consumption revenue as paid AI subscriptions scale to 50% of households.$809.88-18.99%›MSFMSFTLONGMicrosoft will capture massive token consumption revenue as paid AI subscriptions scale to 50% of households.$473.92+25.23%›METMETALONGMeta will capture massive token consumption revenue as paid AI subscriptions scale to 50% of households.$566.34-6.25%›

+6 more ideas →

@1000x

2w

The Market Can't Make Up Its Mind

IDEAS · 6

BTCBTCLONGBitcoin targets 80K as capital rotates out of weakening memory and Nasdaq stocks into crypto amid seller exhaustion.$62,974-1.32%›HYPHYPELONGHyperliquid serves as a superior, higher-beta expression of the crypto bounce as capital rotates out of traditional tech.$52.18-14.04%›HOOHOODLONGRobinhood is a preferred equity vehicle to play the crypto bounce as retail trading momentum returns to digital assets.$85.00-18.84%›ETHETHLONGEthereum captures the crypto rotation as Layer 2 networks like Arbitrum and Robinhood's chain rely on its underlying security.$1,862-0.14%›

+2 more ideas →

@1000x

4w

Who's Coming For The Market In Q3?

IDEAS · 4

MUMULONGMicron remains fundamentally cheap at 7.5x forward earnings and will keep squeezing as AI server rack demand outpaces DRAM supply.$809.88-23.30%›RDDRDDTLONGReddit is a prime downstream AI beneficiary as frontier models continuously license its data to answer user queries.$138.13-31.69%›HOOHOODLONGRobinhood is the ultimate pure-play expression for crypto's return, bolstered by growing revenue streams in prediction markets and options trading.$85.00-23.44%›ARKARKGLONGBiotech is a key downstream beneficiary of AI advancements, making the sector a prime target for capital rotating out of overheated memory stocks.$38.29-11.10%›

@1000x

1mo

AI Cracks: Where Do You Hide?

IDEAS · 13

ACNACNSHORTAccenture faces structural decline as AI automates knowledge work and guts the demand for consulting firms.$164.82-30.64%›XBIXBILONGBiotech is the next leg of the AI trade as the technology revolutionizes downstream industries in the real economy.$149.78-1.19%›INTINTCLONGIntel has room to run because retail investors have not yet saturated the component trade, leaving forward earnings multiples attractive.$88.59-34.77%›GOOGOOGLSHORTGoogle is a saturated retail trade that is issuing its own stock to fund massive 80 billion dollar AI capital expenditures.$317.69+7.57%›

+9 more ideas →

@1000x

1mo

SpaceX Over, Fed Meeting Done, What’s Next?

IDEAS · 12

HOOHOODLONGRobinhood is a buy as platform assets jump 50% year-over-year and a 10% workforce cut reallocates capital to shareholders.$85.00-20.70%›INTINTCLONGIntel is a buy as it secures a major chip supply and manufacturing deal with Apple to bring production back to the US.$88.59-33.45%›UUPUUPLONGThe US dollar strengthens as global capital abandons emerging markets to reconsolidate into US-led AI innovation.$27.66-1.22%›EEMEEMSHORTEmerging markets are a sell as the 2026 EM thesis collapses and global capital reconsolidates back into the United States.$63.27+8.64%›

+8 more ideas →

@1000x

1mo

Are Rate Cuts Dead?

POSITIONS · 2

AVAvi

SP5SP500LONGEquities are a buy on every selloff; war and Hormuz could not crack the bull, only credit can$7,361.35-0.38%›REMREMXSHORTAmerica-first / rare earth thesis weakening as Trump eases off geopolitical fights into midterms$65.65+30.00%›

IDEAS · 9

SPCSPCXLONGSpaceX is a low-float meme stock that runs on index buying and retail FOMO until unlocks hit$108.25-43.12%›SPCSPCXSHORTSpaceX shorts get torpedoed once unlocks begin; insiders will dump and price falls a lot$108.25+43.12%›WTIWTISHORTOil crashing from $100 to high $70s is sharply bearish for inflation, keeps Fed in cut mode$88.60-15.99%›HOOHOODLONGRobinhood outperforms Bitcoin over next 6 months as the everything-app financial super app$85.00-19.43%›

+5 more ideas →

@1000x

1mo

SpaceX: Start of the Next Megabubble or End of the Rally?

POSITIONS · 2

AFAvi Felman

URNURNMLONGRebuying uranium after the selloff as Iran deal and printing markets support it$47.97-12.40%›HOOHOODLONGHood is a 10-bagger to 1000 while Hype is no longer a 10x, more income streams win$85.00-7.56%›

IDEAS · 8

SPCSPCXLONGSpaceX dips to 135 IPO price is a screaming buy for a quick 50% flip$108.25-36.19%›INTINTCLONGIntel can get to 1 trillion as it turns competitive, Google TPU deal confirms it$88.59-27.91%›SNDSNDKLONGSanDisk pushing all-time highs is a better long-term chip trade than SpaceX$1,224.78-39.17%›XYZXYZ100SHORTOpenAI and Anthropic IPOs will be bearish for the indexes as money sloshes out$27,880.38+6.46%›

+4 more ideas →

@1000x

1mo

Did Trillion-Dollar IPOs Break The Social Contract?

POSITIONS · 3

AFAvi Felman

USDUSDLONGStay heavy in cash as CPI hits 3-year high and December hike odds jump to 70%$77.40-8.08%›URNURNMLONGUranium is a 5-10x megatrend bull; rebid URA below 40 despite an ugly chart$47.97-6.32%›MLPMLPXLONGPipeline MLPs are lazy megatrend longs: inflation-linked cash flows, mega yields, AI power demand$74.05+1.20%›

IDEAS · 9

GOOGOOGLLONGLong Google as the direct beneficiary of AI marketing spend, building data centers and AI$355.14-0.82%›METMETALONGLong Facebook/Meta as marketing spend concentrates in the dominant ad platforms$566.34-2.51%›RACRACELONGScarce assets like Ferraris could outperform the Nasdaq as wealth concentrates at the top$387.60+14.07%›XMRXMRLONGBullish on Monero and Zcash as privacy money to hide capital from government overreach$355.80+9.48%›

+5 more ideas →

@1000x

1mo

Is Robotics The Next Megabubble?

POSITIONS · 1

AKAndrew Kang

BOTBOTLONGRobotics is a sub-$200B private market headed to tens of trillions, leaving 100-1000x upside$26.52-21.56%›

@1000x

1mo

The Market Is Splitting In Two — How Do We Navigate it?

POSITIONS · 3

JOJonah

BTCBTCLONGBitcoin still has TA and a Saylor unwind overhang; rebuy only after the forced selling ends.$64,386.00-1.02%›MSTMSTRSHORTMicroStrategy at 1.2x NAV collapses to a discount as holders get blown up; short it vs long Bitcoin.$91.64+28.15%›WTIWTISHORTStocks keep melting up because the world will not let oil stock out; oil is the biggest position.$88.60+5.97%›

IDEAS · 10

XMRXMRLONGMonero outruns Zcash as the privacy and quantum-resistance trade; long XMR vs short ZEC.$355.80-1.00%›IGVIGVSHORTSoftware rallied 25% on a short squeeze but AI guts it over 3 years; short the bounce.$92.94+7.22%›WLDWLDSHORTWorldcoin up 35% on the day is a euphoric pop to start shorting.$0.30+44.84%›DELDELLLONGDell forward earnings hold up because DRAM, the leading indicator, resumed its rip after a dip.$400.27-3.97%›

+6 more ideas →

@1000x

2mo

Is This The End Of Crypto?

POSITIONS · 5

AVAvi

BTCBTCLONGSold a quarter of Bitcoin into Saylor's untenable position, will rebuy at 50-60k, still million-dollar target$65,047.00-11.67%›HYPHYPELONGHyperliquid 3x'd and can hit 150 by year end as ICE and TradFi take it seriously$52.18-20.24%›HYPHYPESHORTTrim HYPE here, 20% of the position, it has capped upside being already so large$52.18+20.24%›PLTPLTRLONGPalantir runs to 200 on AI-plus-defense narrative even without fundamentals$125.61-17.81%›SP5SP500SHORTHalf cash is the play, market is purely technical and white-hot, raise cash for the last innings$7,441.40+1.75%›

IDEAS · 8

MSTMSTRSHORTSaylor's MicroStrategy is the Eggman with no off-ramp, the leverage unwinds in tears$91.64+43.36%›XMRXMRLONGRotate Zcash gains into Monero, the lagging coin that privacy users actually use$355.80-4.36%›ETHETHSHORTEthereum has no way forward, builders and even Vitalik disillusioned, decentralization dream dead$1,862.45+7.67%›HOOHOODLONGRobinhood breaks free from crypto beta, Trump accounts and AI agents drive it higher$85.00-11.83%›

+4 more ideas →

@1000x

2mo

Sticky Inflation + Energy Prices: End of the Rally or Pause?

POSITIONS · 2

JVJonah Van Bourg

XYZXYZ100SHORTAll-time-high stocks with no bear case are the danger zone, de-risking near the highs$27,880.38+5.87%›HYPHYPELONGHyperliquid is the best exchange in the world and worth a 2x, but too big to retire you$52.18-0.29%›

IDEAS · 2

WTIWTILONGStrait of Hormuz blockade risks operational tank bottoms, oil to $200 and economy shuts down$87.80-11.25%›XYZXYZ100LONGAI capex has years of runway as coding automation alone rivals the white-collar labor market, lifting the Nasdaq.$29,651.00+1.48%›

@1000x

2mo

Is The Soft Landing Officially Dead?

POSITIONS · 4

JVJonah Van Bourg

ILMILMNLONGBuy Illumina as a small-cap flyer on Trump-Xi summit reopening Chinese market access$203.02+36.28%›URNURNMLONGUranium in a great spot as Trump expedites nuclear permits, stay long$47.97-23.73%›BTCBTCLONGJonah cut two-thirds of his reduced book in BTC/GBTC, wants to rebuy lower, long-term 10-15x$62,973.50-20.73%›VVVVVVLONGVVV believer rebidding on the sidelines after a ridiculous move and pop$11.64-18.68%›

IDEAS · 4

WTIWTILONGOil stays jammed above 100 with Hormuz shut, but resolves before storage hits the 200-dollar floor$88.60-10.16%›MUMULONGMicron is a bottlenecked commodity with earnings set to triple, trading like 15x forward, should keep mooning$809.88+2.14%›EWYEWYSHORTKorean margin debt doubled to a record; any volatility shock forces mass liquidation and a broad KOSPI cascade.$158.47+17.34%›BABBABALONGBeijing keeps Nvidia frozen out to protect scarcity, so China's own-silicon cloud champions like Alibaba win the AI build-out.$123.09-15.06%›

@1000x

2mo

Is This The Everything Rally?

POSITIONS · 2

AFAvi Felman

SP5SP500LONGFade everything except socialism: the sell-off causes are shocks not trends, so buy SPY and chips$7,259.50-1.23%›INTINTCLONGIntel: still holding half after CPU demand from AI agents, target was 70 from a $42 entry$88.59-17.85%›

IDEAS · 7

NVDNVDALONGLong AI everything, semis, energy and crypto: revenues are catching up to the hype, not lagging it$198.07-3.13%›SKHSKHXLONGSK Hynix and Samsung are wildly underpriced: memory is undersupplied ~45-50%, pointing to multi-bagger profits—IDEA›SMSSMSNLONGSamsung is severely underpriced on the same memory undersupply thesis as Hynix—IDEA›BTCBTCLONGSaylor pre-announcing Bitcoin sales inoculates the market, clearing the path to 90-95$62,973.50-22.45%›

+3 more ideas →

@1000x

3mo

Markets Hit A New All Time High, Whats Next?

POSITIONS · 4

AVAvi

XYZXYZ100LONGStill invested across NASDAQ and semis as AI buildout is early and breadth is widening$27,880.38+5.92%›RSPRSPLONGEqual-weight S&P, Russell and commodities outperforming, broadening rally has legs$211.41+7.05%›BTCBTCLONGBitcoin staircasing up with few sellers and Saylor eating supply, blow-off top coming$65,047.00-17.64%›CARCARSHORTAvis short squeeze will unwind, stock goes from 1400 to 300 as the company floods the market with new shares$135.33+72.69%›

IDEAS · 6

HYPHYPELONGHyperliquid is a thing that works, capital reallocates to it after DeFi hacks$52.18+26.76%›SKYSKYLONGSKY may benefit from US stablecoin issuance tailwind$0.06-31.72%›AAVAAVESHORTMost of DeFi is unsafe CeFi with yields too low to justify hack risk, fade it$93.97+0.75%›EQREQRSHORTLA and New York real estate falls as socialist housing policy spreads and pressures prices$67.68-7.77%›

+2 more ideas →

@1000x

3mo

How To Position During an Oil Price Shock

POSITIONS · 3

JVJonah Van Bourg

GOLGOLDLONGGold runs to 6,000-7,000 if the Fed has to cut into stagflation and the dollar weakens$4,041.79-13.31%›SP5SP500LONGSPY is the better-hedged Mag7 play, dip buying it now$7,259.50+10.21%›INTINTCLONGIntel has been banging the drum on, performing well off the lows$88.59+67.54%›

IDEAS · 6

WTIWTISHORTOil mean-reverts hard once the war winds down, fading the spike is the trade$97.03+14.28%›XYZXYZ100LONGUS tech stocks rip once the war ends and oil comes in, core long position$29,651.00+23.36%›MUMULONGMicron is a discounted way to ride the compute megatrend, stash and forget$809.88+115.13%›BTCBTCLONGCrypto is set for a resurgence as bad news stops pushing Bitcoin down, sellers exhausted$62,973.50-8.29%›

+2 more ideas →

@1000x

4mo

Why Perps Are Taking Over | Kaledora Kiernan-Linn

IDEAS · 3

WTIWTILONGOstium traders net long oil, net long gold, short S&P since January, the stagflation trade that paid$88.60-20.33%›GOLGOLDLONGGold rises as part of the stagflation trade, platform pro-traders net long gold since late January and right$4,041.79-13.79%›SP5SP500SHORTS&P drifts lower as growth stalls, platform traders lightly short the index in their stagflation positioning$7,361.35-11.89%›

@1000x

4mo

Hyperliquid's Breakout Moment and Trades For 2026

IDEAS · 9

HYPHYPELONGHyperliquid eats commodities trading once stablecoin rails go global$52.18+32.86%›BTCBTCLONGLong Bitcoin as a megatrend to grit teeth and hold through volatility$62,973.50-9.28%›SKYSKYLONGLong Sky as a winning stablecoin issuer outperforming dead tokens$0.06-20.07%›CRCCRCLLONGLong Circle as a stablecoin winner, with the Clarity dip a buying opportunity$63.91-35.19%›

+5 more ideas →

@1000x

4mo

Why Crypto Will Grow 10x in The Next Decade | Dan Tapiero

IDEAS · 6

BTCBTCLONGBitcoin reaches $1M as the space grows 10x to $50T over the decade$62,973.50-11.31%›SOLSOLLONGSolana gaining as stablecoin share explodes from near zero to 30%$72.98-20.00%›COICOINLONGCoinbase is way too cheap at 7x, more than just a retail platform now$144.60-19.83%›CRCCRCLLONGCircle is reasonably valued and taking stablecoin share from Tether$63.91-39.45%›

+2 more ideas →

@1000x

4mo

Why We’ve Bottomed, Oil Hits $100 & The Stablecoin Trade

POSITIONS · 2

AFAvi Felman

BTCBTCLONGBitcoin has bottomed and breaks out toward 85-90 as the war fear fades and sellers exhaust$62,973.50-15.46%›SYRSYRUPLONGSyrup still grows and becomes a 10xer in three years despite the token getting walloped$0.16-40.06%›

IDEAS · 10

ETHETHLONGEthereum looks phenomenal as the stablecoin narrative drives flows, set for a big recovery$1,862.45-20.36%›HYPHYPELONGHyperliquid can easily be a 150-200 asset, only place retail can voice positions when markets are shut$52.18+28.69%›HOOHOODLONGRobinhood rebounds to 101-120 as crypto rips and trading activity floods back$85.00+11.47%›WTIWTISHORTDon't sell oil futures, the spike is a fade because the world will force the Strait open the second oil rips$97.03-1.98%›

+6 more ideas →

@1000x

4mo

Finding Edge as a Trader, The Hyperliquid Thesis & Trades For 2026 | Capital Flows

POSITIONS · 1

AFAvi Felman

PURPURRLONGLong Hyperliquid Strategies (PURR) is the only sized way to own Hyperliquid before US regulatory access opens$0.06-29.14%›

IDEAS · 7

GOLGOLDLONGGold's run is a divestment-from-Treasuries trade, fade it if Iran regime change extends US hegemony$5,000.40-3.47%›URNURNMLONGUS-based uranium miners win as nuclear powers data centers and grids tap out, regardless of uranium price$47.97-31.50%›MPMPLONGUS-based rare earth miners keep rising as the US builds independent supply lines distrusting China$40.70-36.08%›SP5SP500LONGBuy the dip on war headlines, Iran will not escalate into a regional war and markets rebound$7,361.35+5.80%›

+3 more ideas →

@1000x

4mo

Everything You Need to Know About Oil

POSITIONS · 6

JVJonah Van Bourg

BTCBTCLONGBuy stocks and crypto into the war dip instead of shorting oil, the panic mean-reverts$62,973.50-9.99%›INTINTCLONGIntel is a generational entry, war dip on a megatrend, US chip production booms$88.59+86.03%›URNURNMLONGUranium stays valuable as energy production push continues regardless of war$47.97-32.03%›REMREMXLONGRare earth minerals a no-brainer long, REMX going to $200 from $98—›ETHETHLONGEthereum among largest positions, part of cycle bags to buy on the dip$1,862.45-8.64%›HYPHYPELONGHYPE the one crypto alt worth trading, dipped below 30, Arthur Hayes sees 150$52.18+54.04%›

IDEAS · 6

WTIWTISHORTOil futures are a fade, the spike unwinds as the US backstops shipping and reopens the Strait$97.03-16.28%›GOLGOLDSHORTAmerican hegemony returning so gold loses its multipolar bid; rotate out of gold$5,180.40+0.17%›SP5SP500LONGSwift end to Iran war and return of American strength sends US equities flooding higher$7,361.35+5.67%›EISEISLONGTel Aviv Stock Exchange off 10-15% on the war, snaps back to highs, quick 15% farm$118.84-3.43%›

+2 more ideas →

@1000x

4mo

How To Trade Crypto Cycles with Flood

POSITIONS · 2

FLFlood

BTCBTCLONGBitcoin is a buy down here; sold off 50% with thesis unchanged means better entries, still long-term bullish$62,973.50-13.06%›HYPHYPELONGHyperliquid stays a core long; it has set itself apart from competitors and value accrues to the dominant perp app$52.18+66.29%›

IDEAS · 4

XYZXYZ100LONGStay bullish AI because the upside is effectively infinite, so the expected value of the bet always wins$27,880.38+12.02%›WLDWLDSHORTWorldcoin remains a phenomenal short once it squeezes up and blows out the shorts$0.30+27.69%›GOLGOLDLONGPolitical and societal unrest is coming, and gold is the trade to be long that volatility$4,041.79-20.80%›HOOHOODLONGVolume keeps draining from sportsbooks into prediction markets, and the listed platform owning that flow gains.$85.00+3.52%›

@1000x

5mo

The 2028 Global Intelligence Crisis: Will AI Lead To A Market Crash?

POSITIONS · 2

JVJonah Van Bourg

AAPAAPLLONGApple is the prime beneficiary of compute moving to the edge, getting whacked on a doom narrative is a buy$303.52+13.19%›XLEXLELONGLong energy via XLE as part of the post-AI-disruption positioning basket$60.79+11.35%›

IDEAS · 11

BTCBTCLONGCredit crisis from AI job loss forces helicopter money, making Bitcoin the best passive hedge$62,973.50+0.14%›TLTTLTLONGRates go to zero in a deflationary AI shock, so long-duration bonds rip$82.17-6.43%›XLUXLULONGUtility companies win as rate cuts and data-center power demand crowd buyers into dividends$45.24-2.56%›URNURNMLONGUranium runs as nuclear reactor building restarts to feed AI power demand$47.97-34.97%›

+7 more ideas →

@1000x

5mo

SaaS Apocalypse, 18-Month Bear Market & Bitcoin vs Quantum

POSITIONS · 3

AFAvi Felman

GOOGOOGLLONGMega-cap tech absorbs SaaS revenues as companies build in-house, the best trade right now: long the giants$355.14+17.59%›AMZAMZNLONGBuy Amazon and Microsoft, vertically integrated hyperscalers that should own infrastructure and capture SaaS savings$267.96+32.74%›MSFMSFTLONGBuy Microsoft, an integrated hyperscaler whose owned compute carries optionality and benefits from SaaS collapse$473.92+21.26%›

IDEAS · 13

CRMCRMSHORTShort the SaaS service providers, AI lets clients build in-house and their real revenues will fall$187.76-1.38%›TEATEAMSHORTShort Atlassian, a SaaS vendor losing ground as AI lets enterprises build internally$102.39-23.63%›ADBADBESHORTShort Adobe, a SaaS provider that enterprises will cut as in-house AI tools replace it$254.60+1.17%›INTINTUSHORTShort Intuit, a SaaS vendor with visible revenues vulnerable to AI in-house replacement$310.35+22.99%›

+9 more ideas →

@1000x

5mo

What Does AI Mean For Your Future?

POSITIONS · 2

AFAvi Felman

PAVPAVELONGData center buildout needs builders, so industrials and construction firms benefit massively$55.48-0.05%›BTCBTCLONGYield curve control is coming, so borrow cheap money and buy hard assets before they go parabolic$62,973.50-6.14%›

IDEAS · 9

GOOGOOGLLONGAI CapEx boom drives capital into the biggest tech players, so own MAG7 leaders not the broad index$355.14+12.07%›AMZAMZNLONGEnergy demand from AI data centers explodes, so own companies that benefit from surging power usage$267.96+32.91%›URNURNMLONGUranium powers the next stage of energy production, especially Europe, a key AI energy crossover$47.97-34.31%›REMREMXLONGRare earth minerals are a crossover bet on AI infrastructure and a multipolar geopolitical shift—›

+5 more ideas →